Financial Advisor Who Gets Leads from YouTube

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April 8, 2019

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This podcast episode is about to knock your socks off. Listen to this story of a financial advisor who gets leads from YouTube. We’ll talk about how and why he did it and what advice he has for advisors who want to stop fighting Google and build their businesses through social media.

You’ll meet my buddy Josh Scandlen of Heritage Wealth Planning. In the one year since Josh went independent as a financial advisor, his YouTube channel has furnished him with enough leads to where (in only one year of being in business) he has stopped taking new clients.

Sara’s upshot

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I wrote a book on financial advisor LinkedIn messages and scripts. If you are a financial advisor or planner and are trying to get new clients using LinkedIn, please check it out.